Cheap and Free Wills. We all see them at this time of year particularly, when lot of charities promote making a Will in the hope that you will make a donation to them. No-one is saying don’t help out a charity – after all, Morecambe Bay Wills exists to do exactly that! We regularly support […]
Cheap and Free Wills – they may cost you much more in the long run! Read More »
11th-17th September 2023 Remember a Charity Week. This week, like every week, we are supporting charities, but this week is a special one. So we’ve asked Anna Webster, Legacy & In Memoriam Officer, from CancerCare North Lancashire and South Cumbria, to write us a short blog to tell us what our donations and yours mean
Preparing for your Will appointment Preparing for your Will appointment isn’t something to worry about. Lots of clients ask us what they need to do or think about in advance. We send out a “What to Consider” pack about a week before we see you, so you have time to think about things. However, we
We see lots of adverts and articles about Care Fees, Wills and Trusts. But there are lots of misunderstandings about what the fees are and how they are funded. And whether your home needs to be sold to fund care. And many more about how a Will or a Trust can help you and your
The increase in online Wills, especially low cost ones, is something that is here to stay – whether we like it or not! Often, they are promoted by large legal companies, and regularly are for charities. And there is lots of variation in price – from a bit cheaper than a high street solicitor or
Some great, simple, guidance from Andrea about why considering a Protective Property Trust in your Will makes so much sense to so many different types of families. Many clients say when making an appointment ‘we just need a simple Will’. Where a simple “Mirror Will” is appropriate, that is exactly what we will help you
Protective Property Trusts … for blended families, and much more! Read More »
Lifetime Gifts. What are they and how do they affect Inheritance Tax? When I speak to clients there are lots of people who tell me “I can only give away £3,000 a year”. Or “I can give away money and then survive 7 years and not pay care fees”. So, there is a lot of
2023 Inheritance Tax allowances – and actions to take! I wrote a blog called Understanding Inheritance Tax a while ago, and it’s always been one of our most popular articles. It simplifies what can, for some, feel complex and you can read it here. It covers all the basics – allowances, rules, NRB, RNRB and
Have you thought about how a Will can protect your children? Most parents would agree that their children are their most precious assets. Yet shockingly many parents with children under 18 have failed to make provision to protect them in the event of death. Statistics show that only 16% of adults aged between 35-44 have
Andrea writes about something we talk about a lot – the dangers of a homemade Will. She was prompted when she saw the following conversation on Facebook a week or two ago: Q – Who can help with a Will? I want to make sure my brother and sister don’t get anything …. A –
